CDH

Charles D. Hyman Portfolio holdings

AUM $1.79B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$1.51M
3
+$1.18M
4
NVDA icon
NVIDIA
NVDA
+$1.11M
5
ORCL icon
Oracle
ORCL
+$482K

Top Sells

1
+$455K
2
+$424K
3
+$423K
4
FIS icon
Fidelity National Information Services
FIS
+$282K
5
MSFT icon
Microsoft
MSFT
+$277K

Sector Composition

1 Technology 17.34%
2 Financials 16.06%
3 Industrials 15.37%
4 Consumer Staples 10.01%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.19M 0.21%
8,893
+2
77
$3.18M 0.21%
55,548
-750
78
$3.14M 0.2%
72,270
+25,580
79
$3.02M 0.2%
369,847
80
$3.01M 0.2%
98,232
-508
81
$2.98M 0.19%
22,807
-20
82
$2.64M 0.17%
22,856
83
$2.58M 0.17%
13,476
-50
84
$2.56M 0.17%
16,030
85
$2.52M 0.16%
36,945
-2,315
86
$2.51M 0.16%
16,826
+39
87
$2.45M 0.16%
38,265
+89
88
$2.39M 0.16%
9,005
-100
89
$2.32M 0.15%
16,039
+26
90
$2.02M 0.13%
7,514
91
$1.92M 0.12%
8,726
92
$1.87M 0.12%
11,743
+52
93
$1.85M 0.12%
9,065
94
$1.84M 0.12%
147,913
+1,700
95
$1.82M 0.12%
8,744
+191
96
$1.81M 0.12%
16,873
-1,550
97
$1.75M 0.11%
8,400
98
$1.69M 0.11%
3,343
99
$1.63M 0.11%
24,285
-755
100
$1.63M 0.11%
39,849
-2,036
2 3
4
5 6